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Opening the Chat Panel

The AI chat panel is available from two places:
  • Click the Parsa AI icon (robot) in the left sidebar.
  • Press Cmd + K (Mac) or Ctrl + K (Windows/Linux) from anywhere in the app.
The panel slides in on the right side of the screen and stays open as you navigate between CRM sections. Parsa AI maintains context of your current view — if you have a contact record open, it knows which contact you’re looking at.

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What You Can Ask

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Search and Retrieve

Find records without using filters or search bars:
  • “Show me all contacts in the Negotiation stage”
  • “Find leads assigned to Marcus that were created this week”
  • “Which accounts are in the Prospect stage with revenue over $5M?”
  • “What are the last 5 activities on the Acme Corp account?”

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Create Records and Tasks

Take action without leaving the chat:
  • “Create a task for me to follow up with Jane Doe on Friday”
  • “Add a note to the TechCorp opportunity: they need a custom SLA in the contract”
  • “Create a new lead: Sarah Kim, [email protected], source is referral”
  • “Log a call with Marcus Rodriguez — 15 minute discovery call, positive”

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Get Pipeline Insights

Ask about your business performance:
  • “What’s my total open pipeline value?”
  • “How many deals closed this month?”
  • “Which rep has the highest win rate?”
  • “Show me opportunities closing in the next 30 days”
  • “What are our most common reasons for losing deals?”

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Draft and Send Emails

Generate and send emails without leaving the chat:
  • “Write a follow-up email to John Smith at Acme Corp about their proposal”
  • “Draft a cold outreach email to leads in the Tech industry”
  • “Send a check-in email to all contacts I haven’t emailed in 30 days”
When Parsa drafts an email, it shows you the preview and asks for confirmation before sending.

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Extract Meeting Notes

Paste raw notes and let the AI structure them:
  • “I just had a call with Dana Lee. Here are my notes: [paste]. Create tasks and update the opportunity.”
  • “Extract action items from this meeting transcript and create tasks for the right people.”

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Example Prompts

Here are some ready-to-use prompts to get started: 
Show me all new leads from the last 7 days and their sources.

Which deals in the Proposal stage have been there for more than 14 days?

Write a personalized re-engagement email for a lead who went quiet 3 weeks ago.

Create a follow-up task for every contact I emailed today.

What's the average deal size for Closed Won opportunities this year?

Summarize the last 3 interactions with Acme Corp.

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How AI Accesses Your CRM Data

Parsa AI queries your live CRM database in real time. It has access to:
  • All contacts, leads, accounts, opportunities, cases, and proposals in your workspace.
  • Activity timelines — emails sent, calls logged, notes added, stage changes.
  • Task history and current due dates.
  • Pipeline values, stages, and close dates.
The AI does not have access to:
  • Other workspaces (your data is isolated).
  • The content of files stored in connected Google Drive or OneDrive.
  • External CRM systems not integrated with ParsaLink.

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Keeping a Thread

The chat maintains context within a session. You can ask follow-up questions without repeating context:
“Show me deals closing this month.” “Which of those are in the Proposal stage?” “Send me a reminder to call the reps on those deals tomorrow morning.”
Start a New Chat to clear the context and start a fresh conversation.
When you’re viewing a specific contact, lead, or opportunity and open the chat, Parsa AI automatically has that record in context. You can ask “Summarize this contact’s recent activity” without naming them.